Vault-13

VANGUARD SCOTTSDALE FDS BNDW

TOTAL WLD BD ETF · ETP · CUSIP 92206C565

100 institutional holders -8 vs Q1 2025
5,788,9285.8m shares reported held*
$401.2mreported value*
11 new 38 added 28 reduced 18 sold out net bought ≈ $5.0m (+71.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $69.31.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 78Q4 22: 94Q1 23: 87Q2 23: 92Q3 23: 86Q4 23: 95Q1 24: 97Q2 24: 98Q3 24: 95Q4 24: 108Q1 25: 108Q2 25: 100100Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202278
Q4 202294
Q1 202387
Q2 202392
Q3 202386
Q4 202395
Q1 202497
Q2 202498
Q3 202495
Q4 2024108
Q1 2025108
Q2 2025100

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 45 bought or addedQ3 23: 40 cut or sold outQ4 23: 43 bought or addedQ4 23: 43 cut or sold outQ4 23Q1 24: 54 bought or addedQ1 24: 36 cut or sold outQ2 24: 46 bought or addedQ2 24: 37 cut or sold outQ2 24Q3 24: 47 bought or addedQ3 24: 38 cut or sold outQ4 24: 53 bought or addedQ4 24: 31 cut or sold outQ4 24Q1 25: 49 bought or addedQ1 25: 51 cut or sold outQ2 25: 49 bought or addedQ2 25: 46 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234540
Q4 20234343
Q1 20245436
Q2 20244637
Q3 20244738
Q4 20245331
Q1 20254951
Q2 20254946

Biggest buyers

Betterment LLC Added +289,430+289.4k
MORGAN STANLEY Added +160,283+160.3k
BANK OF AMERICA CORP /DE/ Added +85,436+85.4k
ROYAL BANK OF CANADA Added +75,260+75.3k
WELLINGTON MANAGEMENT GROUP LLP New +49,064+49.1k
Two West Capital Advisors LLC Added +34,637+34.6k
CIBC WORLD MARKET INC. New +24,193+24.2k
SEEDS INVESTOR LLC Added +12,258+12.3k
WELLS FARGO & COMPANY/MN Added +12,131+12.1k
CITADEL ADVISORS LLC Added +9,994+10.0k

Biggest sellers

MERCER GLOBAL ADVISORS INC /ADV Reduced -492,767-492.8k
TRUIST FINANCIAL CORP Sold out -33,892-33.9k
JANE STREET GROUP, LLC Sold out -32,133-32.1k
Visionary Wealth Advisors Sold out -29,752-29.8k
VanderPol Investments L.L.C. Sold out -17,613-17.6k
Thrivent Financial for Lutherans Reduced -13,990-14.0k
Geneos Wealth Management Inc. Reduced -13,059-13.1k
17 CAPITAL PARTNERS, LLC Sold out -11,382-11.4k
Symmetry Partners, LLC Reduced -10,984-11.0k
NewEdge Advisors, LLC Sold out -10,499-10.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,607,1982.6m $180.8m $180.8m 0.01% Added +160.3k +160,283
2 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 331,956332.0k $23.0m $23.0m 0.05% Reduced -492.8k -492,767
3 Aurelius Family Office LLC 10.58% of their portfolio BEDFORD, NH 323,039323.0k $22.4m $22.4m 10.58% Added +3.5k +3,496
4 Betterment LLC 0.05% of their portfolio NEW YORK, NY 309,606309.6k $21.5m $21.5m 0.05% Added +289.4k +289,430
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 280,336280.3k $19.4m $19.4m 0.01% Reduced -7.7k -7,731
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 265,422265.4k $18.4m $18.4m 0.00% Added +85.4k +85,436
7 Two West Capital Advisors LLC 10.03% of their portfolio Overland Park, KS 222,097222.1k $15.3m $15.3m 10.03% Added +34.6k +34,637
8 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 187,914187.9k $13.0m $13.0m 0.14% Reduced -3.6k -3,588
9 Applied Capital LLC 5.18% of their portfolio LITTLE ROCK, AR 169,737169.7k $11.8m $11.8m 5.18% Added +8.5k +8,504
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 154,136154.1k $10.7m $10.7m 0.00% Added +75.3k +75,260
11 Mariner, LLC 0.01% of their portfolio Overland Park, KS 90,02890.0k $6.2m $6.2m 0.01% Added +7.7k +7,696
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 72,90572.9k $5.1m $5.1m 0.00% Added +12.1k +12,131
13 Professional Financial Advisors, LLC 1.13% of their portfolio NORTH PLATTE, NE 70,52870.5k $4.9m $4.9m 1.13% Added +2.9k +2,884
14 Five Pine Wealth Management 2.89% of their portfolio COEUR D ALENE, ID 56,42556.4k $3.9m $3.9m 2.89% Added +4.7k +4,706
15 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 49,06449.1k $3.4m $3.4m 0.00% New
16 Alhambra Investment Management LLC 1.63% of their portfolio PALMETTO BAY, FL 47,33847.3k $3.3m $3.3m 1.63% Added +3.6k +3,554
17 SEEDS INVESTOR LLC 0.73% of their portfolio NEW YORK, NY 44,57244.6k $3.1m $3.1m 0.73% Added +12.3k +12,258
18 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,51243.5k $3.0m $3.0m 0.00% Added +1.3k +1,328
19 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 24,19324.2k $1.7m $1.7m 0.00% New
20 Sensible Financial Planning & Management, LLC. 0.31% of their portfolio WALTHAM, MA 23,18723.2k $1.6m $1.6m 0.31% Reduced -8.3k -8,342
21 Bleakley Financial Group, LLC 0.04% of their portfolio PARSIPPANY, NJ 23,01023.0k $1.6m $1.6m 0.04% Added +39 +39
22 Foundations Investment Advisors, LLC 0.02% of their portfolio PHOENIX, AZ 21,45121.5k $1.5m $1.5m 0.02% Reduced -97 -97
23 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 20,60220.6k $1.4m $1.4m 0.00% Added +10.0k +9,994
24 Destiny Wealth Partners, LLC 0.17% of their portfolio TAVARES, FL 18,60018.6k $1.3m $1.3m 0.17% Added +1.2k +1,180
25 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 18,41018.4k $1.3m $1.3m 0.03% Reduced -133 -133
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,73416.7k $1.2m $1.2m 0.00% Reduced -563 -563
27 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 14,75114.8k $1.0m $1.0m 0.00% Reduced -29 -29
28 RIK SAYLOR FINANCIAL, INC. 0.77% of their portfolio FAIRFIELD, OH 14,51014.5k $1.0m $1.0m 0.77% Reduced -433 -433
29 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 14,22714.2k $986.4k $986.4k 0.02% Added +2.2k +2,154
30 Luminvest Wealth Management LLC 0.35% of their portfolio SCOTTSDALE, AZ 13,88413.9k $962.6k $962.6k 0.35% Unchanged
31 Geometric Wealth Advisors 0.14% of their portfolio WASHINGTON, DC 13,10813.1k $908.7k $908.7k 0.14% Added +4.3k +4,286
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,91812.9k $895.6k $895.6k 0.00% Added +6.1k +6,086
33 Jentner Corp 0.24% of their portfolio Akron, OH 12,71512.7k $881.5k $881.5k 0.24% Added +663 +663
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,90910.9k $756.3k $756.3k 0.00% Reduced -445 -445
35 VIEWPOINT INVESTMENT PARTNERS CORP 0.40% of their portfolio CALGARY, A0 10,64810.6k $738.2k $738.2k 0.40% Added +1.0k +1,048
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,7689.8k $677.0k $677.0k 0.00% Added +71 +71
37 MONEYWISE, INC. 0.28% of their portfolio FOREST, VA 8,6428.6k $599.2k $599.2k 0.28% Reduced -4.9k -4,944
38 Kings Path Partners LLC 0.23% of their portfolio SUGAR LAND, TX 8,0928.1k $561.0k $561.0k 0.23% Reduced -4.3k -4,302
39 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 7,4697.5k $517.8k $517.8k 0.01% Reduced -1.3k -1,328
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,2657.3k $503.7k $503.7k 0.00% Added +2.6k +2,645
41 Opes Wealth Management LLC 0.09% of their portfolio MENLO PARK, CA 6,9907.0k $484.6k $484.6k 0.09% Added +800 +800
42 Stonehage Fleming Financial Services Holdings Ltd 0.01% of their portfolio ST. HELIER, Y9 6,6696.7k $462.4k $462.4k 0.01% Unchanged
43 Symmetry Partners, LLC 0.06% of their portfolio GLASTONBURY, CT 6,6586.7k $461.6k $461.6k 0.06% Reduced -11.0k -10,984
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 6,3466.3k $440.0k $440.0k 0.00% Reduced -6 -6
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,3206.3k $438.2k $438.2k 0.00% New
46 Maridea Wealth Management LLC 0.11% of their portfolio BROOKLYN, NY 6,2946.3k $436.4k $436.4k 0.11% Added +1.1k +1,115
47 Kure Advisory, LLC 0.28% of their portfolio PLYMOUTH, MN 6,0686.1k $420.7k $420.7k 0.28% Reduced -10.5k -10,489
48 Arcadia Wealth Management, Inc. 0.28% of their portfolio SMITHTOWN, NY 5,9255.9k $410.8k $410.8k 0.28% Reduced -170 -170
49 Alpha Financial Advisors, LLC 0.15% of their portfolio CHARLOTTE, NC 5,5885.6k $387.4k $387.4k 0.15% Added +166 +166
50 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 5,2525.3k $364.1k $364.1k 0.00% Unchanged
51 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 5,2495.2k $363.9k $363.9k 0.00% Added +158 +158
52 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,7404.7k $328.6k $328.6k 0.00% Reduced -5 -5
53 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 4,6964.7k $326.0k $326.0k 0.00% Reduced -14.0k -13,990
54 Inscription Capital, LLC 0.05% of their portfolio HOUSTON, TX 4,6544.7k $322.7k $322.7k 0.05% Reduced -3.7k -3,743
55 Charter Oak Capital Management, LLC 0.03% of their portfolio PORTSMOUTH, NH 4,6504.7k $322.4k $322.4k 0.03% Reduced -241 -241
56 American Investment Services, Inc. 0.08% of their portfolio GREAT BARRINGTON, MA 4,4544.5k $308.8k $308.8k 0.08% Reduced -2.1k -2,076
57 Capstone Financial Advisors, Inc. 0.02% of their portfolio DOWNERS GROVE, IL 4,4034.4k $305.3k $305.3k 0.02% Added +952 +952
58 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,3604.4k $302.3k $302.3k 0.00% New
59 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 4,2144.2k $292.1k $292.1k 0.00% Unchanged
60 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,0904.1k $284.0k $284.0k 0.00% Added +46 +46
61 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,7533.8k $260.0k $260.0k 0.00% Added +755 +755
62 Wedmont Private Capital 0.01% of their portfolio WEST CHESTER, PA 3,6993.7k $255.0k $255.0k 0.01% Added +41 +41
63 Ethos Financial Group, LLC 0.02% of their portfolio KING OF PRUSSIA, PA 3,0643.1k $212.4k $212.4k 0.02% New
64 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 3,0183.0k $207.8k $207.8k 0.01% Added +3 +3
65 Keener Financial Planning LLC 0.10% of their portfolio KELLER, TX 2,9683.0k $205.0k $205.0k 0.10% Added +147 +147
66 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,8082.8k $194.7k $194.7k 0.00% Unchanged
67 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,6001.6k $110.9k $110.9k 0.00% Unchanged
68 S.A. Mason LLC 0.04% of their portfolio HOLLAND, MI 1,2231.2k $84.8k $84.8k 0.04% Unchanged
69 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1,0921.1k $75.7k $75.7k 0.00% Unchanged
70 Evolution Advisers, Inc. 0.03% of their portfolio RICHMOND, VA 1,0161.0k $70.0k $70.0k 0.03% Reduced -4.5k -4,527
71 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 934934 $64.8k $64.8k 0.00% Reduced -24 -24
72 DecisionPoint Financial, LLC 0.02% of their portfolio MESA, AZ 915915 $63.3k $63.3k 0.02% Reduced -477 -477
73 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 687687 $47.6k $47.6k 0.00% Added +625 +625
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 501501 $34.7k $34.7k 0.00% Added +486 +486
75 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 423423 $29.3k $29.3k 0.00% Unchanged
76 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 420420 $29.1k $29.1k 0.00% Unchanged
77 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 358358 $24.8k $24.8k 0.00% Unchanged
78 Gould Capital, LLC 0.02% of their portfolio TACOMA, WA 355355 $24.6k $24.6k 0.02% New
79 BROWN, LISLE/CUMMINGS, INC. 0.01% of their portfolio PROVIDENCE, RI 350350 $24.3k $24.3k 0.01% Unchanged
80 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 270270 $18.7k $18.7k 0.00% Reduced -13.1k -13,059
81 FMR LLC 0.00% of their portfolio BOSTON, MA 212212 $14.7k $14.7k 0.00% New
82 Peachtree Investment Partners, LLC 0.00% of their portfolio INDIAN RIVER SHORES,, FL 143143 $9.9k $9.9k 0.00% Added +5 +5
83 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 135135 $9.4k $9.4k 0.00% Unchanged
84 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5858 $4.0k $4.0k 0.00% Unchanged
85 Parkside Financial Bank & Trust 0.00% of their portfolio SAINT LOUIS, MO 5454 $3.7k $3.7k 0.00% Unchanged
86 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4949 $3.4k $3.4k 0.00% Unchanged
87 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 4848 $3.0k $3.0k 0.00% New
88 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4343 $3.0k $3.0k 0.00% Reduced -50 -50
89 Park Square Financial Group, LLC 0.00% of their portfolio ROSWELL, GA 4343 $3.0k $3.0k 0.00% Unchanged
90 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4141 $2.8k $2.8k 0.00% Unchanged
91 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3030 $2.1k $2.1k 0.00% Unchanged
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2929 $2.0k $2.0k 0.00% New
93 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2121 $1.5k $1.5k 0.00% New
94 Topsail Wealth Management, LLC 0.00% of their portfolio CHARLOTTE, NC 2121 $1.5k $1.5k 0.00% Unchanged
95 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1212 $832 $832 0.00% Unchanged
96 Glassman Wealth Services 0.00% of their portfolio VIENNA, VA 77 $485 $485 0.00% Unchanged
97 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 11 $0 $0 0.00% Added +1 +1
98 Brooklyn Investment Group 0.00% of their portfolio NEW YORK, NY 11 $70 $70 0.00% New
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
100 Sachetta, LLC 0.00% of their portfolio LYNNFIELD, MA 00 $1 $1 0.00% Reduced -59 -59